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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before sending your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects helps your students develop a sales roadmap. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible, and reinforcing seller confidence, which in turn increases the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they make a purchase or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

Calculate Your Profit

Students, players, or participants selling.
Number of Participants
Recommended goal for each seller.
Products Sold per Participant
Your Estimate
Calculated Profit

Have a question?

Solve this simple math problem and enter the result. E.g. for 1+3, enter 4.

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What Our Customers Say

5

This was our first fundraiser and it ran very smoothly. It helped to have the packet to explain the fundraiser process. I had a team in place that facilitated the fundraiser which made my job much easier. We were pleased with the profits and especially the super party. Big Fundraising Ideas was very helpful throughout the entire program. Thanks again for helping our first fundraiser to be a huge success.

Wanda Clark
Principal
Williamson Elementary
Raised:
$8,528.83
4

Working with Big Fundraising Ideas was a pleasure. They are very helpful, quick to respond and able to answer any and all questions...before and after the fundraiser!!

DeAnne Glenn
Vice Principal
Flag View Intermediate
Raised:
$33,410.50
5

Our Big Event Fundraiser was the most profitable fundraiser we have ever had. The overall service was exceptional and I will definitely recommend them to others.

Monico Rodriguez
Principal
O'Grady Elementary
Raised:
$20,462.50
5

Big Fundraising Ideas provides an excellent product and excellent service. The individuals who delivered the cookie dough were very helpful as well. I would definitely recommend them to other schools considering a fundraiser.

Misty Upton
PTA Secretary
Stricklin Elementary
Raised:
$27,286.00
5

We enjoyed working with Big Fundraising Ideas. The service was excellent and we recommend them highly.

Raynaldo Perez
Principal
Archie Parr Elementary
Raised:
$22,031.00
5

Big Fundraising Ideas is wonderful to work with. They are always available to help me and fix any problem the day I call.

Valerie Layton
PTO President
Sinton Elementary
Raised:
$22,020.00
5

The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

Adan Ramirez
Assistant Principal
Pearson Elementary
Raised:
$10,350.00
5

Big Fundraising Ideas provided us with exceptional service. Product quality was first-rate and the sales incentives were excellent! We ended up selling more this spring than last fall – excellent for us!

Ruben De La Rosa
Assistant Principal
Lyford Elementary
Raised:
$28,217.50
5

The School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.

Betty Hinkle
Fundraising Chair
St. Mary’s Charter School
Raised:
$18,648.40
5

We have always had a great experience with this sale from your end of the deal. Big Fundraising Ideas always works with us no matter what the issue is. They are excellent. They stay on top of things and are very helpful. Their reply/correspondence time is outstanding.

Betty Hinkle
A/P and Fundraising
St. Mary's Charter School
Raised:
$22,075.80
5

We received exceptional service from Big Fundraising Ideas and I will definitely recommend them to others.

Eva Rodriguez
Secretary
Blaschke Sheldon Elementary
Raised:
$20,730.00
5

We really liked the service and the assistance that was given to us with our fundraising. Product quality was good and the prize incentives were excellent. Big Fundraising Ideas was excellent and I will definitely recommend them to others!

Kathy Ortiz
Counselor
Sanders Elementary
Raised:
$15,373.50
5

The service I have received over the past several years has been excellent. Despite the fact that they are from out of town, their service is exceptional.

Gloria Paredes
PTA Vice President
Milton Elementary
Raised:
$18,336.00
5

We have worked with Big Fundraising Ideas for 5 years now and are completely pleased with their service. I would recommend them to everyone!

Rey Escalante
PTA President
Flour Bluff Intermediate
Raised:
$17,384.50
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50